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Salvatore R

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Salvatore Renzo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at A.G.P. since 2019 and concurrently at Aegis Capital Corp since 2014. Renzo is president of RS Unlimited dba The Reliance Group, where he manages day-to-day activities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial planning, and a range of investment programs including model portfolios and separately managed accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Andrew S

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Andrew Schiff is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and 66 credentials and 18 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of his advisory role, Schiff receives royalties from a non-investment-related book published by Wiley & Sons. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial and estate planning, and brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Dylan D

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at Lord Abbett & Co. LLC for two years and has been with Alliance Global Partners since 2026. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm provides a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with a notable emphasis on international investing.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Nechemia V

Series 66, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at National Asset Management, National Securities Corporation, Eagles Coast Capital, Guardian Life Insurance, and Park Avenue Securities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm employs a multi-team platform with a notable emphasis on international investing and offers a range of portfolio management and financial planning services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Scott S

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Scott Shames is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Alliance Global Partners since 2022. His prior experience includes 12 years at National Asset Management, Inc. and over two decades at V-Finance. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and model portfolios, delivered through a multi-team platform.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Ian D

Series 63

New York, NY

A.G.P. / Alliance Global Partners

Ian Dietz is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds the Series 63 designation and has 40 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Private Bank and Smith Barney. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Mason R

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Mason Rothe is a financial advisor at A.G.P. / Alliance Global Partners with three years of industry experience. He holds the Series 66 designation and previously worked in construction at a family-owned business for four years. Mason also has a background working at Hofstra University for three years. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a multi-team platform with discretionary and non-discretionary portfolio management, financial and estate planning, and a mix of investment strategies including a focus on international investing.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Mai B

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and 66 designations and 15 years of industry experience. She has worked at Alliance Global Partners since 2022 and previously held roles at National Securities Corporation and National Asset Management. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and involvement in pooled vehicles and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Moss P

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at his current firm since 2018, following five years at Aegis Capital Corp. Plaine serves as co-trustee of the Michael Nissen 2010 Insurance Trust, a role involving oversight of a managed account. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial and estate planning, and brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Robert N

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Robert Nepo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining A.G.P. in 2020, he worked at Five Rings Capital LLC from 2012 to 2020. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management, financial planning, and brokerage services, with a notable emphasis on international investing and the management of pooled-vehicle accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Philip M

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., Quadstar Capital Advisors, and Gunnallen Financial. Outside of advising, he serves on the board of directors for Manhattan Bridge Capital, Inc. and is involved with the nonprofit Save Asbury Park History, focusing on the preservation of historical buildings. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside a range of portfolio management and financial planning services, managing both discretionary and non-discretionary accounts with an approach that combines top-down and bottom-up analysis.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Cole A

CFP®, Series 65, Series 63

New York, NY

A.G.P. / Alliance Global Partners

Cole Aaronson is a CFP® professional with 12 years of experience in the financial industry. He has worked at A.G.P. / Alliance Global Partners since 2021, following seven years at David Lerner Associates, Inc. Aaronson is based in New York, NY, and holds Series 63 and Series 65 licenses. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside a range of portfolio management and financial planning services, and it manages various pooled vehicles and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Steven M

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Steven Muehlgay is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Ying Z

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Ying Zhao is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and 19 years of industry experience. Prior to joining A.G.P. in 2021, Zhao worked at Stifel, Intl Advisory Consultants Inc., Next Financial Group, Inc., and Merrill. Outside of financial advising, Zhao is involved in film production in Los Angeles as a part-time producer. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside discretionary and non-discretionary portfolio management, financial and estate planning, and offers access to pooled vehicles and model portfolio solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Paul M

CFP®, Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Paul Morse is a CFP® professional with 33 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2020. His prior experience includes roles at Gladstone Wealth Group, LPL Financial, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes a range of investment strategies, including international investing via the EPC Advisors Group, and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Eric S

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Eric Strominger is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes prior roles at Aegis Capital Corp, Oppenheimer, Maxim Financial Advisors LLC, MSI Financial Services, and Eastbrook Capital Group. Outside of his advisory work, he is involved with CRAZMinds LLC, a consumer products business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and model portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Stephanie F

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Stephanie Fagenson is a financial advisor at A.G.P. / Alliance Global Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp, B. Riley Wealth Management, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, including high-net-worth households, retirement plans, and pooled/institutional vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution, with a notable focus on international investing through its EPC Advisors Group division.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jay S

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Jay Shah is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Outside of his advisory work, he consults on business development for 360EMED LLC, an online medical appointment scheduling company. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of investment strategies with a focus on international investing through its EPC Advisors Group division, alongside discretionary portfolio management, financial and estate planning, and brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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John R

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Outside of his advisory role, he serves as President of Sound Wealth Management, LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicles alongside brokerage and insurance product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Hal B

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Hal Brown is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior roles include positions at Maxim Financial Advisors, Maxim Group LLC, B. Riley Wealth Management, and Dominick & Dickerman LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA‑member broker‑dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi‑team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and maintaining active broker‑dealer operations alongside management of pooled vehicles and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Fred P

CFP®, Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Fred Pisculli Jr. is a CFP® professional with 29 years of experience in the financial services industry. He has worked at A.G.P. / Alliance Global Partners since 2020 and previously held positions at Aegis Capital Corp and HSBC Securities (USA) Inc. He is based in New York, NY. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services with a focus on international investing and manages both discretionary and non-discretionary accounts across multiple strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jean Pier S

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Jean Pier Suarez is a financial advisor at A.G.P. / Alliance Global Partners with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Spartan Capital. Suarez is also the owner and managing member of Suarez Advisory & Holdings, LLC, an investment-related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and manages portfolios using a mix of discretionary and non-discretionary strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jonathan S

Series 63

New York, NY

A.G.P. / Alliance Global Partners

Jonathan Siegel is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds a Series 63 designation and previously worked at Stifel for 18 years before joining his current firm in 2025. Based in New York, NY, he is part of a multi-team platform serving a diverse client base. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services across its multi-team platform.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Riccardo R

Series 63

New York, NY

A.G.P. / Alliance Global Partners

Riccardo Rainieri is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds the Series 63 designation and has worked at notable firms including Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management, financial and estate planning, and brokerage services, with a notable focus on international investing through its EPC Advisors Group division.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Peter M

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Peter Mohan is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations with 32 years of industry experience. He worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers a range of discretionary and non-discretionary portfolio management services, combining top-down country and currency analysis with bottom-up security selection.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Harrison F

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Harrison Fischer is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining A.G.P. in 2019. Outside of his advisory role, he is a partner in Koohlah LLC, a food manufacturing business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, operating both advisory and broker-dealer businesses along with managing pooled vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Elias P

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2020 and at Aegis Capital Corp since 2013. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary management, model portfolios, and sub-advisory arrangements.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Kenneth B

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior work includes roles at David Lerner Associates and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution, with a notable emphasis on international investing and management of pooled vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Ross G

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Ross Gladstone is a financial advisor at A.G.P. / Alliance Global Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, David Lerner Associates, and Spartan Capital Securities. Outside of his advisory work, he restores and sells vintage axes as a personal business venture. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and third-party sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Logan M

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners with a Series 66 designation and two years of industry experience. His prior work includes roles at Surf NJ and Advance Parking LLC, as well as time spent at the University of Alabama. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and third-party sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Elizabeth T

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Elizabeth Tavel is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Morgan Stanley. Tavel is also the founder of Tavel Financial, a business focused on business development. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and manages both discretionary and non-discretionary accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Teddy L

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 36 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC dba Lellos Wealth Management for 13 years and B. Riley Wealth Advisors, Inc. for 3 years. He is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC, a related investment business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional investors through a multi-team platform. The firm provides discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution with a notable emphasis on international investing.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Stephen J

Series 65, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Stephen Jones is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include 17 years at National Asset Management Inc and long-term affiliation with National Securities Corp. Outside of his advisory work, he serves as a board member of Latsky Dance, Inc., a dance company. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jonathan G

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Jonathan Greene is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Maxim Financial Advisors, Dominick & Dickerman LLC, and Oppenheimer. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and management of pooled-vehicle accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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